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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,146 | $50,643-24.7% | $106,619-64.2% | $55,167-30.9% |
| Participation rate | 49.5% | 65.6%-16.1pp | 78.0%-28.5pp | 69.0%-19.5pp |
| Annual return | 6.88% | 7.02%-0.1pp | 9.42%-2.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | -$33 | $1,626-102.0% | $3,947-100.8% | $1,963-101.7% |
| Participant deferral / active EE | $1,561 | $2,208-29.3% | $3,930-60.3% | $3,054-48.9% |
| Admin fee / account holder | $26 | $488-94.7% | $6,418-99.6% | $504-94.9% |